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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (19098)3/3/1998 8:24:00 PM
From: robbie  Read Replies (3) of 97611
 
Stephen, my understanding is that margins are increasing due to Compaq gaining share in the high-end enterprise market. I believe the trend will continue. Riechers makes some good points in his post. The day I find out that margins are decreasing will be the day I sell. Don't see it happening for quite a while though. Maybe that is what Mason is implying, but I'm betting against it. The bears think that is exactly what is happening. I'm going to have to be off of SI for awhile due to work so good luck with CPQ and at the corner bar.

Robbie
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